Carson Wealth (CWM LLC)’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17K | Hold |
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|
2025
Q2 | $15K | Hold |
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|
2025
Q1 | $14K | Hold |
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|
2024
Q4 | $15K | Hold |
|
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|
2024
Q3 | $15K | Hold |
|
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|
2024
Q2 | $14K | Hold |
|
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|
2024
Q1 | $14K | Sell |
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|
2023
Q4 | $89K | Sell |
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|
2023
Q3 | $124K | Hold |
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|
2023
Q2 | $136K | Hold |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $146K | Hold |
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|
2022
Q3 | $129K | Sell |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $700K | Buy |
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